Remote Client Benefits Consultant

AO Garcia Agency; Sherwood (AR); Remote; USD 42,000 - 64,000; Full time

Benefits offered by this job

No cold calling

Full training

Work from home

Job summary

AO Garcia Agency in the United States seeks a virtual consultant to assess client needs, present options, and nurture relationships after the initial meeting. This fully remote role emphasizes clear communication and ongoing client care.

Responsibilities include admin tasks like notes, scheduling, and CRM hygiene, plus using the current tech stack. Benefits include work from home, full training, and a performance-based path.

Qualifications

• Experience using CRM systems.
• Excellent communication and listening skills.
• Ability to build and maintain client relationships.

Responsibilities

• Assess client needs and present suitable options.
• Nurture client relationships after the first meeting.

Skills

CRM experience

Strong communication

Relationship building

Tools

CRM software

Online meeting tools

Job description

Virtual consultant role. You assess needs, teach options, and stay in the relationship after the first meeting.

Admin is part of the job: notes, appointments, CRM hygiene.

What comes with the seat

• No cold calling
• Qualified-interest pipeline
• Performance-based advancement
• Full training
• Current tech stack
• Work from home

Traits that work here

Driven. Trainable. Dependable. Comfortable competing. Fine with a camera.